Buckingham Strategic Wealth, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 418,437 shares of IEI stock, worth $50 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

418,437

Previous 407,402 2.71%

Holding current value

$50 Million

Previous $47.2 Million 2.41%

% of portfolio

0.54%

Previous 0.54%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$113.43 - $115.88 $1.25 Million - $1.28 Million	11,035 Added 2.71%	418,437 $48.3 Million
Q1 2024 May 09, 2024	BUY	$114.97 - $117.54 $505,408 - $516,705	4,396 Added 1.09%	407,402 $47.2 Million
Q4 2023 Feb 14, 2024	BUY	$111.61 - $117.37 $5.25 Million - $5.52 Million	47,057 Added 13.22%	403,006 $47.2 Million
Q3 2023 Nov 13, 2023	BUY	$112.76 - $116.14 $1.73 Million - $1.79 Million	15,385 Added 4.52%	355,949 $40.3 Million
Q2 2023 Aug 11, 2023	SELL	$115.23 - $119.04 $2.33 Million - $2.4 Million	-20,193 Reduced 5.6%	340,564 $39.3 Million

Q4 2022 Feb 13, 2023	BUY	$112.33 - $116.76 $435,840 - $453,028	3,880 Added 1.09%	360,757 $41.4 Million
Q3 2022 Nov 07, 2022	BUY	$113.35 - $121.3 $3.06 Million - $3.28 Million	27,004 Added 8.19%	356,877 $40.8 Million
Q2 2022 Aug 12, 2022	SELL	$116.23 - $121.42 $8.18 Million - $8.55 Million	-70,396 Reduced 17.59%	329,873 $39.4 Million
Q1 2022 May 10, 2022	BUY	$121.42 - $128.17 $23.1 Million - $24.4 Million	190,606 Added 90.91%	400,269 $48.9 Million
Q4 2021 Feb 09, 2022	BUY	$128.19 - $130.42 $1.66 Million - $1.69 Million	12,924 Added 6.57%	209,663 $27 Million
Q3 2021 Nov 10, 2021	SELL	$129.96 - $131.96 $1.93 Million - $1.96 Million	-14,833 Reduced 7.01%	196,739 $25.6 Million
Q2 2021 Aug 06, 2021	SELL	$129.78 - $131.28 $777,122 - $786,104	-5,988 Reduced 2.75%	211,572 $27.6 Million
Q1 2021 Apr 30, 2021	BUY	$129.89 - $133.02 $3.81 Million - $3.9 Million	29,339 Added 15.59%	217,560 $28.3 Million
Q4 2020 Feb 16, 2021	BUY	$132.44 - $133.52 $3.48 Million - $3.5 Million	26,248 Added 16.21%	188,221 $25 Million
Q3 2020 Nov 12, 2020	BUY	$133.35 - $134.1 $6.9 Million - $6.94 Million	51,763 Added 46.97%	161,973 $21.6 Million
Q2 2020 Aug 03, 2020	BUY	$132.55 - $133.72 $14.6 Million - $14.7 Million	110,210 New	110,210 $14.7 Million

Others Institutions Holding IEI

# of Institutions

900

Shares Held

120M

Call Options Held

920K

Put Options Held

933K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

More about IEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Account

Buckingham Strategic Wealth, LLC Ishares Barclays 3 7 Yr Treas Transaction History